We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

223 hedge funds and large institutions have $1.21B invested in Invesco Ultra Short Duration ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 215223 (+8)

0.56% less ownership

Funds ownership: 65.31%64.76% (-0.56%)

6% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$81.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 97

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
63
Reduced
97
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$157M -$15.9M -319,215 -9%
Wells Fargo
2
Wells Fargo
California
$144M -$23.1M -464,094 -14%
Bank of America
3
Bank of America
North Carolina
$89M -$2.66M -53,512 -3%
LPL Financial
4
LPL Financial
California
$64.7M -$3.38M -67,935 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$32M -$2.21M -44,400 -6%
Jane Street
6
Jane Street
New York
$30.7M +$6.08M +122,292 +25%
GC
7
Gratus Capital
Georgia
$29.6M -$23.2M -467,697 -44%
AWS
8
Atria Wealth Solutions
New York
$29.1M -$4.99M -100,371 -15%
GI
9
Gradient Investments
Minnesota
$28.6M +$9.46M +190,460 +49%
GIA
10
Gladstone Institutional Advisory
Florida
$26M +$5.68M +114,398 +28%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.5M +$1.81M +36,464 +8%
FMC
12
First Merchants Corp
Indiana
$21.3M +$4.88M +98,216 +30%
GT
13
Greenleaf Trust
Michigan
$21.1M +$3.65M +73,490 +21%
CAN
14
Cetera Advisor Networks
California
$20.7M -$4.63M -93,261 -18%
GLR
15
Great Lakes Retirement
Ohio
$20.5M -$163K -3,282 -0.8%
BFG
16
Bleakley Financial Group
New Jersey
$20.5M -$244K -4,906 -1%
SS
17
Simplicity Solutions
Minnesota
$20.5M -$244K -4,906 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$19.5M +$11.9M +238,784 +154%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$19.1M -$1.54M -31,022 -7%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$18.1M +$332K +6,689 +2%
RJA
21
Raymond James & Associates
Florida
$18M -$180K -3,627 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$17.6M +$39.8K +801 +0.2%
JBA
23
Johnson Bixby & Associates
Washington
$15.7M -$4.05M -81,438 -21%
PPW
24
Pasadena Private Wealth
California
$15M -$35.4K -713 -0.2%
AC
25
Avestar Capital
New York
$12.9M +$3.03M +60,891 +31%